Client Portal Manager

The Client Portal Manager (CPM) is where you can enable and manage the Client Portal for your projects. Here, you can configure your Client Portal’s look and feel, communications and translation options, the client-facing case steps, and client billing settings.  

Tip

In the Overview section, open the Feature Preview option to get examples of what your client might see, and read The Client Portal for Clients for more detail.

• Access the Client Portal Manager
• How to Enable the Client Portal
• Client Portal Manager Overview
• Client Portal Manager Sections

Access the Client Portal Manager

Access to the Client Portal Manager requires an Admin user to add the Client Portal product for your user in the Account Manager tool.

Note

There is a user called "Client Portal" or "Client PortalUser" in the Account Manager tool and in the System and API Users team. To keep the client portal working properly, do not alter this user’s permissions or turn off auto-add settings do not alter this user’s permissions or turn off auto-add settings.

Once you have access, navigate to the Client Portal Manager by clicking main menu > Advanced and then selecting Client Portal Manager from the left side menu. If prompted, select your Org from the dropdown. 

Enable the Client Portal

In order to turn the portal on in your projects, you must set up your portal options in the Client Portal Manager.

Tip

A published timeline is a prerequisite for portal enablement. In order to turn on the Client Portal for a project, you must set up and publish a timeline for that project’s project type.

Client Portal Manager Overview 

When you first navigate to the Client Portal Manager, you’ll start in the Overview section. In this section, you can view your list of project types and their portal status and enablement for each section. You can also see feature previews. 

The portal status and the Billing and Timeline sections can be disabled or enabled for each project type. 

• Portal Status: 
  • if a project type does not yet have a published timeline, click Finish Setup to navigate to the timelines section to set up. 
  • if a project type does have a published timeline, you can choose to enable it or disable it here. Disabling a project type will prevent clients’ access to the portal until it is enabled again. 
• Billing: 
  • if billing has not been enabled at the Org-level, click Finish Setup to enable it in the Billing section
  • if billing is disabled here, the clients using that project type will not see the billing section in the Client Portal, or any billing information
• Timeline:
  • if timeline is disabled, clients using that project type will still see their current timeline step on the Home page, but they will not see the other steps in the timeline.
  • This option is typically used when the client will not necessarily go through every step in the timeline, and the full timeline view may be misleading or confusing. 

Click Edit All to enable or disable Client Portal sections. Select or deselect the options, and click Save. 

Feature Preview

Below the project types list, you can see examples of each section your client might see. Click on a feature to open it and view the example.

Client Portal Manager Sections

The Client Portal Manager has sections where you can configure various settings—everything from the home page display to billing options. Learn more about each section below.